Snowbird & Dual-Resident Estate Planning

If you split your time between Western New York and Florida’s Gulf Coast, owning property in both states without a coordinated plan can leave your family dealing with two separate probate cases. We are one of the few firms educated and servicing families under both New York and Florida law.

What Your Plan Covers

• Revocable Living Trust designed to hold property in both states
• Proper trust funding across NY and FL assets
• Durable powers of attorney valid in both states
• Healthcare directives compliant with both NY and FL law
• Residency analysis to avoid unintended tax or estate complications

Who This Is For

• Snowbirds with homes in Buffalo and the Dunedin-to-Bradenton corridor
• Retirees who split time between New York and Florida
• Anyone considering a move from New York to Florida

Learn More

• The Snowbird’s Guide to Avoiding Double Probate
• NY-FL Residency Mistakes That Could Cost You Thousands
• The Ultimate Guide to Avoiding Probate in NY
• The Ultimate Guide to Avoiding Probate in Florida
• Why Most Revocable Living Trusts Fail